Achieving your financial dreams requires more than just a first class investment offering. With a comprehensive Wealth Planning service, you can structure your financial affairs more effectively to help achieve your goals.
Planning for your family’s future
Wealth planning services
Meeting your family’s needs
Looking at your wealth in the context of your whole family’s wealth can help make effective planning decisions.
Our wealth planners can help you do this either as a one-off exercise or as part of an ongoing review service.
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020 7600 1660Specialist wealth advice
To help you plan your wealth our planners can help you focus on four specific areas of expertise:
- Retirement planning
- Wealth structuring
- Estate planning
- Protection for you and your family
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The team provide great personal service, I value the advice and have always felt that they keep my best interests in mind.
Comprehensive wealth management
Ensuring your financial affairs are in order can be of great comfort when planning your family’s financial future.
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Chartered Financial Planners from the JM Finn Wealth Planning team give an overview of the choices available to Junior ISA (JISA) account holders when they turn 18.
In you hold a self-invested personal pension (SIPP), when you reach the age of 55 you will have numerous options available to you to access it. This article explores those choices and the possible…